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The Integrity Way
Planning is bringing the future
into the present so that you can
do something about it now. - Alan Lakein, author
Cash Flow Analysis
First, we'll put together a
high-level cash flow analysis
We want to establish a
to find a baseline of
what you're currently living on.
Your Unique Planning
Establishing Your Goals
What are your Needs, Wants,
and Wishes for the future?
These are as unique as you are.
Your Unique Planning
What are your
Ws you are.
Social Security Analysis: We help
you understand the claiming strategies available.
Are you eligible to receive a pension?
Do you understand your payout options?
Retirement Funding Sources
What retirement assets have you
accumulated to this point?
How much are you adding to your accounts each year?
How much does your employer contribute?
This is a consolidated view of all household assets
Net Worth Tracking
Calculating Your Net Worth
And Tracking it Year Over Year
Life Insurance Needs Analysis
Do you have the right amount?
Is it the right type?
Is it cost-effective?
What do you want your
insurance to take care of?
e.g. Paying off mortgage, cover children's college expenses, fully fund
spouse's retirement, leave a bequest, etc.
Asset Allocation Review
Do you know why it's important?
Do you have an investment policy?
How much risk are you taking?
Does your allocation need adjusting?
We run a Monte Carlo simulation, or 1000 trials of how
things could happen, to determine your
probability of success .
What's your retirement outlook?
Working together, we will implement strategies to bridge
the gap from your current scenario to your goal scenario.
We want to help you retire comfortably and more
importantly- stay comfortably retired.
Are you ready to remove the guesswork from your
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities
America Advisors. Integrity Wealth Advisors is not affiliated with the Securities America companies.